# NAVIGATE PRIVATE WEALTH, LLC

NAVIGATE PRIVATE WEALTH, LLC of DRAPER, UT is an SEC-registered investment adviser.

## Registration

- CRD: 170774
- Type: SEC-registered investment adviser
- SEC file number: 801-79648
- Location: 12012 SOUTH 700 EAST, SUITE 100, DRAPER, UT, 84020
- Phone: 801-676-4588
- Latest filing: 2026-03-10
- Regulatory AUM: $529.2M
- Discretionary AUM: $526.9M
- Non-discretionary AUM: $2.3M
- Clients: 11
- Accounts: 1,929

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| David Scott Bunnell | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Mark Harold Burgon | MANAGING MEMBER | — |
| Riley James Hendrickson | MANAGING MEMBER | — |
| FORD KRISTINE LYNN | MANAGING MEMBER | — |
| HENDRICKSON JEFFREY WILLIAM | MANAGING MEMBER | — |
| EATON DAVID KING | MANAGING MEMBER | — |
| BURGON MARK HAROLD | MANAGING MEMBER | — |
| HOLBROOK PAUL BRYSON | MANAGING MEMBER | — |
| BUNNELL DAVID SCOTT | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| RILEY MICHAEL BRANDON | MANAGING MEMBER | — |
| Hendrickson Riley James | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170774/similar
- Related entities: https://search.stillhousedata.com/firm/170774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170774

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.